BLUESTEIN FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BLUESTEIN FAMILY FOUNDATION INC (EIN 22-2236786)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201541339349100719
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T08:43:28-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN465669095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLYNN FAMILY OFFICE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1135 WEST 50TH STREET 19TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10020ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222236786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUESTEIN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLUEBusinessNameControlTxt
Phone2018806866PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 OLD HOOK ROAD NO 2AAddressLine1Txt
CityWESTWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07675ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL BLUESTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2018806866PhoneNum
Signature2015-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT LEVIN CPAPreparerPersonNm
PTINP00363891PTIN
Phone2122023230PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,389,635FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$63InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$63InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$169,367DividendsRevAndExpnssAmt
Dividends Net Invst Incm$169,364DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$262,834GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$262,834GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$262,834NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$397,911NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,099,298GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$397,911CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$32,392OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,953OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$862,567TotalRevAndExpnssAmt
Total Net Invst Incm$832,125TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$8,125LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$62,750TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$283OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,158TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$120,658TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$741,909ExcessRevenueOverExpensesAmt
Net Investment Income$830,875NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$182,926CashBOYAmt
Cash EOY$164,649CashEOYAmt
Cash EOYFMV$164,649CashEOYFMVAmt
Corporate Stock BOY$3,216,363CorporateStockBOYAmt
Corporate Stock EOY$3,878,440CorporateStockEOYAmt
Corporate Stock EOYFMV$3,934,106CorporateStockEOYFMVAmt
Other Investments BOY$9,932,125OtherInvestmentsBOYAmt
Other Investments EOY$11,290,880OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,290,880OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,331,414TotalAssetsBOYAmt
Total Assets EOY$15,333,969TotalAssetsEOYAmt
Total Assets EOYFMV$15,389,635TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$13,331,414RetainedEarningBOYAmt
Retained Earning EOY$15,333,969RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,331,414TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,333,969TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,331,414TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,333,969TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,331,414TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$741,909ExcessRevenueOverExpensesAmt
Other Increases$1,260,646OtherIncreasesAmt
Subtotal$15,333,969SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,333,969TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AT&T INC.P$140,345$152,656-$12,311-$12,311
AT&T INC.P$51,034$56,678-$5,644-$5,644
BGC PARTNERS INC.P$144,139$131,054$13,085$13,085
BGC PARTNERS INC.P$36,035$31,966$4,069$4,069
BGC PARTNERS INC.P$36,034$31,966$4,068$4,068
BGC PARTNERS INC.P$72,069$63,635$8,434$8,434
BGC PARTNERS INC.P$72,069$70,503$1,566$1,566
BGC PARTNERS INC.P$6,111$6,000$111$111
BGC PARTNERS INC.P$6,263$6,100$163$163
DIRECT INSITE CORP.P$54,444$67,372-$12,928-$12,928
DUCOMMUN INC.P$68,037$33,350$34,687$34,687
DUCOMMUN INC.P$80,581$39,571$41,010$41,010
DUCOMMUN INC.P$148,618$67,675$80,943$80,943
DUCOMMUN INC.P$148,618$67,675$80,943$80,943
DUCOMMUN INC.P$59,447$33,658$25,789$25,789
DUCOMMUN INC.P$59,447$33,738$25,709$25,709
DUCOMMUN INC.P$29,724$16,161$13,563$13,563
DUCOMMUN INC.P$76,654$48,484$28,170$28,170
DUCOMMUN INC.P$76,654$60,060$16,594$16,594
DUCOMMUN INC.P$76,654$60,120$16,534$16,534
DUCOMMUN INC.P$51,103$40,809$10,294$10,294
DUCOMMUN INC.P$102,205$83,229$18,976$18,976
DUCOMMUN INC.P$45,992$37,819$8,173$8,173
DUCOMMUN INC.P$81,764$63,831$17,933$17,933
GOOGLE INC. CL AP$52,880$61,128-$8,248-$8,248
GOOGLE INC. CL AP$79,320$92,372-$13,052-$13,052
GOOGLE INC. CL CP$129,383$153,903-$24,520-$24,520
MEDALLION FINL CORPP$26,888$24,677$2,211$2,211
MEDALLION FINL CORPP$6,463$5,998$465$465
VECTOR GROUP LTDP$19$19$19
DUCOMMUN INC CALLP$57,858$28,588$29,270$29,270
DUCOMMUN INC CALLP$22,446$30,611-$8,165-$8,165
FieldValueIRS element (for citing)
Capital Gain Net Income$397,911CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$62,511AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,864,432NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.006337DistributionYr1Rt
Adjusted Qlfy Distri Yr2$278,055AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,906,774NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035167DistributionYr2Rt
Adjusted Qlfy Distri Yr3$320,010AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,858,573NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054623DistributionYr3Rt
Adjusted Qlfy Distri Yr4$301,530AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,471,291NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.086864DistributionYr4Rt
Adjusted Qlfy Distri Yr5$337,180AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,392,188NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.099399DistributionYr5Rt
Total Distribution0.282390TotalDistributionRt
Average Distribution0.056478AverageDistributionRt
Net Vl Noncharitable Assets$15,296,836NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$863,935AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,309NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$872,244AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$44,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,618InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,618SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,618TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32,448EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$32,448TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$47EsPenaltyAmt
Overpayment$15,783OverpaymentAmt
Applied To ES Tax$15,783AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJERI LOSAUROIndividualWithBooksNm
Phone2018806866PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1245 OLD HOOK ROAD STE 2AAddressLine1Txt
CityWESTWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07675ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOEL BLUESTEIN
PO BOX 383BEARSVILLENY12409PRESIDENT0.50$0$0$0
ROBERT WEXLER
200 PARK AVENUEFLORHAM PARKNJ07932VICE PRESIDENT0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,047,682AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$191,221AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$11,290,880FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,529,783TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,529,783AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$232,947CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,296,836NetVlNoncharitableAssetsAmt
Minimum Investment Return$764,842MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$764,842MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,618TaxBasedOnInvestmentIncomeAmt
Total Tax$16,618TotalTaxAmt
Distributable Before Adj$748,224DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$748,224DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$748,224DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$44,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$44,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$748,224DistributableAsAdjustedAmt
Undistributed Income PY$44,199UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$44,500QualifyingDistributionsAmt
Applied To Year1$44,199AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$301AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$747,923UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NEW YORK OPEN CENTER INC
22 EAST 30TH STREETNEW YORKNY10016NONE501(C)(3)CHARITABLE$15,000
WORLD MUSIC PRODUCTIONS
220 36TH STREET 58BROOKLYNNY11232NONE501(C)(3)CHARITABLE$2,500
BATONGA FOUNDATION
2000 MASSACHUSETTS AVE NWWASHINGTONDC20036NONE501(C)(3)CHARITABLE$1,000
SOLUTIONS FOR CHANGE FOUNDATION INC
1104 SANFORD LANEACCOKEEKMD20607NONE501(C)(3)CHARITABLE$3,500
THE NARAS FOUNDATION
3030 OLYMPIC BOULEVARDSANTA MONICACA90404NONE501(C)(3)CHARITABLE$20,000
MUSEUM OF CONTEMPORARY ART INC
770 NE 125TH STREETNORTH MIAMIFL33161NONE501(C)(3)CHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$169,367ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$262,834ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,392RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$397,911ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$830,175ExclusionAmt
Related Or Exempt Function Incm$32,392RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$862,567TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NY CMNTY BANCORP$949,746$1,024,240
MEDALLION FINANCIAL CORP$1,142,523$960,480
DUCOMMUN INC DEL$846,169$884,800
EMPIRE STATE REALTY TRUST INC.$134,199$181,478
VECTOR GROUP LTD$805,803$883,108

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEMPIRE STATE REALTY OP, LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$11,290,880BookValueAmt
EOYFMV$11,290,880EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$8,125LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHARITY REGISTRATION FEES$30$0$0
OTHER DEDUCTIONS FROM K-1 - EMPIRE STATE REALTY OP$228$0$0
ANNUAL REPORT FEE$25$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OPPENHEIMER 8250 - NONDIVIDEND DISTRIBUTION$30,439$0$30,439
EMPIRE STATE REALTY OP LP - ORDINARY BUS. INCOME$1,953$1,953$1,953

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS AND OTHER ADJUSTMENTSDesc
Amt$1,260,646Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$62,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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